Intel(INTC)
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X @郭明錤|Ming-Chi Kuo
郭明錤 (Ming-Chi Kuo)· 2026-05-03 12:49AI Processing
Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks:【How to read EMIB-T's 90% yield?】1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point.2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%.3. On yield, getting from 90% to 98% is harder than getting fro ...
X @Watcher.Guru
Watcher.Guru· 2026-05-01 17:11
JUST IN: 🇺🇸 US government says it is up $40,000,000,000 on its 10% ownership stake in Intel $INTC. https://t.co/dbiyKLhzr9 ...
What’s Driving the Insane Rally in Chip Stocks & ETFs?
Zacks Investment Research· 2026-04-27 19:23
A comprehensive look at trends, fund profiles, and more in exploring ETFs. Hi everyone, welcome to exploring ETFs. I'm Nina Mishra and today we are talking about chip stocks and ETFs which are among the hottest areas of the market currently.So on Friday, the semiconductor EDF posted its 18th conse consecutive gain for 18 consecutive days and that was its longest on record according to the Wall Street Journal. So on Friday the catalyst was Intel's better than expected earnings strong guidance. So Intel surge ...